---
title: "Oregon Executor and Estate Kit | MCC Solutions"
description: "Oregon executor kit: first 30 days, up to $275,000 small estate limit, 30-day wait, sworn affidavit, letters and an Excel estate ledger."
url: "https://mcc-solutionsnj.com/toolkits/or-executor-kit"
---

Document pack

# Oregon Executor and Estate Kit: the $275,000 Small Estate Route After 30 Days, First Month Checklist and Estate Ledger

Oregon, from the official pages: The estate's fair market value up to $275,000, with no more than $200,000 in real property and no more than $75,000 in personal property.

**$25** one time · 14-day full refund · Word and PDF · download link by email

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Who it is for

Whoever is settling the estate of someone who lived in Oregon. Through a court office. Filed with the clerk of the probate court ($124 fee), with a certified death certificate (and the original will, if any); copies go to the Department of Human Services and the Oregon Health Authority.

Not the right fit if

The person didn't live in or own property in Oregon, or a will contest or family dispute means you need an estate attorney. Not a form preparation or legal service.

Why it is different

- Sources, checked November 2026: Oregon Judicial Department, Lincoln County Circuit Court: Probate self-help; Oregon SB 15 (2025), enrolled (Oregon Legislature); Oregon Judicial Department, Multnomah County Circuit Court: Probate FAQ; ORS Chapter 112, Intestate Succession and Wills (Oregon Legislature); Justia (statute text) (secondary source): ORS 112.235, Execution of a will (2021 Oregon Revised Statutes, Justia); FindLaw Codes (secondary source): ORS 112.238, Exception to will execution formalities (FindLaw Codes, current as of January 1, 2023); Nolo (secondary source): How to Make a Will in Oregon (Nolo, updated August 2025).
- All 11 Oregon facts are confirmed: on an official page, or where none could be read, on a vetted secondary source marked as such.

What is inside

- **Oregon small estate route.** The estate's fair market value up to $275,000, with no more than $200,000 in real property and no more than $75,000 in personal property. Real estate counts toward the value, and the procedure can reach it. 30 days. Not less than 30 days after the death. Sworn; a notary can give the oath. Filing the affidavit is swearing that it's true. Through a court office. Filed with the clerk of the probate court ($124 fee), with a certified death certificate (and the original will, if any); copies go to the Department of Human Services and the Oregon Health Authority. Affidavit of Claiming Successor (intestate or testate estate). Linked from the court's probate self-help page. Small estate affidavit filed with the circuit court: The small estate procedure itself: the court calls it a shorter, less expensive alternative to probate, with no personal representative appointed and no letters issued.
- **How a Oregon will had to be signed.** Two witnesses, who each see the testator sign or acknowledge the signature and then sign. A witness's signature on an affidavit signed at the same time as the will counts as a witness signature. The statute we read doesn't mention a notary. Not recognized as a separate kind of will: every will must be in writing and signed by the testator and two witnesses (ORS 112.235). A document that misses those steps, handwritten or not, can be treated as a will only if a court finds clear and convincing evidence the person meant it as one (ORS 112.238). A will signed by an interested witness isn't invalid for that reason.
- **Oregon estate ledger (Excel).** Assets, debts, payments and distributions; it compares the countable assets with $275,000, dates day 30 after the death and counts real estate in the person's name.
- **First 30 days, tracker and letters.** The first month in order with day 30 marked, a documents and accounts tracker, and plain letters to a bank, a utility and Social Security.

A look inside

## The first pages, as you will get them

[![Page 1 of the Start Here (Oregon Executor and Estate Kit)](/img/toolkits/or-executor-kit/doc-1.webp)](/img/toolkits/or-executor-kit/doc-1.webp)

First page of Start Here

[![Page 1 of the First 30 Days Checklist (Oregon Executor and Estate Kit)](/img/toolkits/or-executor-kit/doc-2.webp)](/img/toolkits/or-executor-kit/doc-2.webp)

First page of First 30 Days Checklist

Get it

## Oregon Executor and Estate Kit

Or pay with PayPal

Uses the email and terms box above. You get the same download link by email.

ZIP code (for sales tax)

Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly.

Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=or-executor-kit) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.

Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Not legal, tax or financial advice. An estate attorney or the county probate/surrogate office answers questions about your situation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.

Ways to get it

## Just this kit, or more

This kit

**$25 one time**

OR Executor and Estate Kit.

Buy this kit

The set

**$44 one time**

3 kits including this one, $19 less than buying them separately.

[See the set](/toolkits/oregon-household-paperwork-bundle)

Membership

**$29 a month**

Every kit and document pack in the store, including new ones. Cancel any time.

[See the membership](/membership)

Questions

## Common questions

**What's in the download?**

Five Word and PDF documents, including the Oregon small estate route, and the Oregon estate ledger in Excel, by email link after payment.

**What is the small estate limit in Oregon?**

The estate's fair market value up to $275,000, with no more than $200,000 in real property and no more than $75,000 in personal property. Real estate: Real estate counts toward the value, and the procedure can reach it.

**When and how is the Oregon small estate paperwork signed?**

Wait: 30 days. Not less than 30 days after the death. Signing: Sworn; a notary can give the oath. Filing the affidavit is swearing that it's true.

**Where does it go in Oregon?**

Through a court office. Filed with the clerk of the probate court ($124 fee), with a certified death certificate (and the original will, if any); copies go to the Department of Human Services and the Oregon Health Authority. Form: Affidavit of Claiming Successor (intestate or testate estate). Linked from the court's probate self-help page.

**What did a Oregon will need to be accepted?**

Two witnesses, who each see the testator sign or acknowledge the signature and then sign. Self-proving affidavit: A witness's signature on an affidavit signed at the same time as the will counts as a witness signature. The statute we read doesn't mention a notary.

**Is this legal advice?**

No. An estate attorney or the county probate/surrogate office answers questions about your situation.

Free sample

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Buy it with the others

[Bundle ### Oregon Household Paperwork Bundle This product plus 2 more, in one download. $44 instead of $63 separately](/toolkits/oregon-household-paperwork-bundle)[### New Jersey Notary Starter Kit The paperwork a new notary has to build from scratch, ready to print or edit: a journal laid out for what New Jersey's manual says to record, checklists, forms and client emails. $29](/toolkits/nj-notary-starter-kit)

## More notary and legal document packs

- [Oregon Notarial Certificate Wording Pack](/toolkits/oregon-notarial-certificate-wording-pack) $15
- [Oregon Notary Exam Prep](/toolkits/or-notary-exam-prep) $29
- [Oregon Notary Starter Kit](/toolkits/or-notary-starter-kit) $29
- [Oregon Will Signing Day Kit](/toolkits/oregon-will-signing-day-kit) $19
- [Pennsylvania Executor Kit](/toolkits/pa-executor-kit) $25
- [Pennsylvania Notarial Certificate Wording Pack](/toolkits/pennsylvania-notarial-certificate-wording-pack) $15

[See every toolkit and document pack](/toolkits/all)

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[Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)
